Loring Wolcott & Coolidge Fiduciary Advisors’s Cerner Corp CERN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,185
| Closed | -$111K | – | 695 |
|
|
2022
Q1 | $111K | Hold |
1,185
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $110K | Hold |
1,185
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $84K | Hold |
1,185
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $93K | Buy |
+1,185
| New | +$91.2K | ﹤0.01% | 409 |
|
|
2021
Q1 | – | Sell |
-1,785
| Closed | -$140K | – | 755 |
|
|
2020
Q4 | $140K | Hold |
1,785
| – | – | ﹤0.01% | 310 |
|
|
2020
Q3 | $129K | Buy |
1,785
+160
| +10% | +$11.4K | ﹤0.01% | 297 |
|
|
2020
Q2 | $111K | Sell |
1,625
-600
| -27% | -$41.2K | ﹤0.01% | 296 |
|
|
2020
Q1 | $140K | Buy |
2,225
+600
| +37% | +$42.7K | ﹤0.01% | 267 |
|
|
2019
Q4 | $119K | Buy |
1,625
+367
| +29% | +$25.4K | ﹤0.01% | 330 |
|
|
2019
Q3 | $86K | Sell |
1,258
-51
| -4% | -$3.61K | ﹤0.01% | 359 |
|
|
2019
Q2 | $96K | Hold |
1,309
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $75K | Hold |
1,309
| – | – | ﹤0.01% | 360 |
|
|
2018
Q4 | $69K | Sell |
1,309
-175
| -12% | -$10.1K | ﹤0.01% | 370 |
|
|
2018
Q3 | $96K | Sell |
1,484
-3,095
| -68% | -$197K | ﹤0.01% | 356 |
|
|
2018
Q2 | $274K | Hold |
4,579
| – | – | ﹤0.01% | 248 |
|
|
2018
Q1 | $266K | Hold |
4,579
| – | – | ﹤0.01% | 246 |
|
|
2017
Q4 | $309K | Sell |
4,579
-155
| -3% | -$10.7K | 0.01% | 236 |
|
|
2017
Q3 | $338K | Buy |
4,734
+25
| +0.5% | +$1.66K | 0.01% | 228 |
|
|
2017
Q2 | $303K | Hold |
4,709
| – | – | 0.01% | 234 |
|
|
2017
Q1 | $277K | Sell |
4,709
-26,465
| -85% | -$1.43M | 0.01% | 237 |
|
|
2016
Q4 | $1.48M | Buy |
31,174
+4,459
| +17% | +$237K | 0.03% | 131 |
|
|
2016
Q3 | $1.65M | Buy |
26,715
+19,560
| +273% | +$1.23M | 0.04% | 125 |
|
|
2016
Q2 | $419K | Buy |
7,155
+6,155
| +616% | +$343K | 0.01% | 198 |
|
|
2016
Q1 | $53K | Sell |
1,000
-3,350
| -77% | -$182K | ﹤0.01% | 384 |
|
|
2015
Q4 | $262K | Hold |
4,350
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $300K | Hold |
4,350
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $300K | Buy |
4,350
+350
| +9% | +$24.5K | 0.01% | 241 |
|
|
2015
Q1 | $293K | Hold |
4,000
| – | – | 0.01% | 255 |
|
|
2014
Q4 | $259K | Hold |
4,000
| – | – | 0.01% | 250 |
|
|
2014
Q3 | $238K | Hold |
4,000
| – | – | 0.01% | 248 |
|
|
2014
Q2 | $206K | Sell |
4,000
-71
| -2% | -$3.73K | 0.01% | 273 |
|
|
2014
Q1 | $229K | Hold |
4,071
| – | – | 0.01% | 253 |
|
|
2013
Q4 | $227K | Buy |
4,071
+71
| +2% | +$3.98K | 0.01% | 246 |
|
|
2013
Q3 | $210K | Hold |
4,000
| – | – | 0.01% | 244 |
|
|
2013
Q2 | $192K | Buy |
+4,000
| New | +$191K | 0.01% | 258 |
|
Other funds holding CERN
IA
BTI
BCMLT
SFCL
Loring Wolcott & Coolidge Fiduciary Advisors's CERN Position: Q2 2022 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cerner Corp (CERN) in Q2 2022, closing a stake of 1,185 shares — an estimated $111K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CERN in Q2 2013 and held it in 35 quarters. The position peaked at $1.65M in Q3 2016. 5 funds tracked by Wall St. Rank hold CERN as of Q2 2022.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cerner Corp position as of Q2 2022 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 1,185 Cerner Corp shares in Q2 2022, an estimated $111K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cerner Corp in Q2 2013 and held it in 35 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Cerner Corp position peaked at $1.65M in Q3 2016.
- 5 funds tracked by Wall St. Rank held Cerner Corp as of Q2 2022.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.